UWM Holdings
UWMC
69 hedge funds and large institutions have $206M invested in UWM Holdings in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 43 closing their positions.
23% more call options, than puts
Call options by funds: $67.9M | Put options by funds: $55.4M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 43
4% less funds holding
Funds holding: 72 → 69 (-3)
37% less capital invested
Capital invested by funds: $329M → $206M (-$123M)
43.68% less ownership
Funds ownership: 80.84% → 37.15% (-44%)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22M |
| 3 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$9.7M |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$6.26M |
| 5 |
BCM
Basswood Capital Management
New York
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$22.5M |
| 2 |
GL
Governors Lane
New York
|
-$22.3M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$22.2M |
| 4 |
ECM
Element Capital Management
New York
|
-$20.6M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$18.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IECM
101
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$516K | -50,000 | Closed |
|
|
MS
102
Maven Securities
St Helier,
Jersey
| – | -$515K | -50,000 | Closed |
|
|
SC
103
Sculptor Capital
New York
| – | -$361K | -35,000 | Closed |
|
104
UBS Group
Zurich,
Switzerland
| – | -$302K | -29,268 | Closed |
|
|
RA
105
Ramius Advisors
New York
| – | -$247K | -23,952 | Closed |
|
|
WRBC
106
W.R. Berkley Corp
Greenwich,
Connecticut
| – | -$223K | -21,658 | Closed |
|
|
UFM
107
Ursa Fund Management
Danville,
California
| – | -$206K | -20,000 | Closed |
|
|
WAM
108
Wolverine Asset Management
Chicago,
Illinois
| – | -$175K | -16,999 | Closed |
|
109
Walleye Capital
New York
| – | -$114K | -11,045 | Closed |
|
|
EIP
110
Easterly Investment Partners
Beverly,
Massachusetts
| – | -$103K | -10,000 | Closed |
|
|
PAM
111
Panagora Asset Management
Boston,
Massachusetts
| – | -$18K | -1,778 | Closed |
|
|
TWA
112
TCI Wealth Advisors
Tucson,
Arizona
| – | +$262 | +25 | New |
|
UWMC Hedge Fund Activity: Q4 2020 in Review
69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2020, worth a combined $206M — down 37% from $329M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of UWMC and 40 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 10 added.
The largest buyer was Phoenix Financial, adding an estimated $22M. The largest seller was Millennium Management, cutting an estimated $22.5M.
- 69 institutional investors held UWM Holdings (UWMC) as of Q4 2020, down from 72 in Q3 2020.
- Funds reported $206M of UWM Holdings stock for Q4 2020, down 37% quarter-over-quarter.
- 40 funds opened new UWM Holdings positions in Q4 2020 and 43 closed out, a net change of -3 holders.
- The largest UWM Holdings buyer in Q4 2020 was Phoenix Financial, an estimated $22M added.
- The largest UWM Holdings seller in Q4 2020 was Millennium Management, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2020.